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Nippon India Nifty 50 Value 20 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹708 Cr | ₹1004 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Mar 2021 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 58.83% | 39% |
| Expense Ratio | 0.6 | 0.76 |
| Manager | Devender Singhal | Himanshu Mange |
| ISIN Code | INF174KA1FX3 | INF204KB19Y8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.24% | 0.02% |
| 6 Month | 8.12% | 5.29% |
| 1 Year | -6% | -7.06% |
| 3 Year | 18.46% | 15.13% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.36% | 1.04% |
| 1 Year | 10.31% | 1.55% |
| 3 Year | 16.94% | 9.37% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.85% | 13.81% |
| 3 Year | 19.75% | 17.1% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.73% | 12.71% |
| Sharp | 0.60% | 0.62% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.80% | -0.94% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Devender Singhal | Himanshu Mange |
| Total AUM | ₹20480 Cr | ₹0 Cr |
| Funds Managed | 12 | 10 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.08 | 0.05 |
| Large Cap | 81.44 | 99.95 |
| Mid Cap | 12.48 | 0 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | 0.05 |
| Industrials | 11.24 | - |
| Consumer Cyclical | 11.51 | 10.35 |
| Healthcare | 5.93 | 3.67 |
| Consumer Defensive | 12.47 | 8.92 |
| Financial Services | 20.01 | 37.45 |
| Energy | 5.37 | 4.19 |
| Basic Materials | 12.91 | 4.97 |
| Utilities | 12.8 | 6.65 |
| Technology | 2.11 | 23.74 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | - |
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